• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.77% Nasdaq Down 1.11%

    American Funds 2050 Trgt Date Retire R5 (REITX)

    12.65 Up 0.02(0.16%) Aug 28
    Prev Close:12.65
    YTD Return*:4.47%
    Net Assets*:1.82B

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for REITX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds Invmt Co of Amer R68.99N/A
    American Funds Washington Mutual R68.98N/A
    American Funds Fundamental Invs R67.99N/A
    American Funds American Mutual R67.98N/A
    American Funds SMALLCAP World R67.04N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.82B
    Category:Target Date 2046-2050
    Annual Report Expense Ratio (net):0.08%

    Performance & Risk

    YTD Return:4.47%
    5y Avg Return:12.77%
    Rank in Category (ytd):12
    % Rank in Category (ytd):5%
    Beta (3y):1.33
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in bond, equity income and balanced funds as it approaches and passes its target date. It attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives. View More
    Your browser doesn't support canvas
    Submit Feedback